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About Graham Financial

Based in Toowoomba Queensland, Graham Financial is a locally owned boutique financial planning practice that operates under its own Australian Financial Services Licence (AFSL).

We specialise in helping people prepare for retirement and those already in retirement.

We are an approved FPA Professional Practice. This designation is reserved for only the highest calibre financial planning practices. We also comply with Australia’s highest ethical and professional standards set by the Financial Planning Association of Australia.
Our Financial Planners are all Certified Financial Planner® Practitioners. This is the highest recognised standard that a financial planner can achieve in Australia and it ensures a continued dedication to education, ethics and professional conduct. 
Meet the Team
Australian Financial Services License (AFSL) #327520 

Our Values

We live in a world that is constantly changing. 

Monitoring and being able to adapt to these changes is paramount. With this ever-changing backdrop, it is our values that have formed the foundation of our business from its inception and what continues to set us apart. 

 Whether you are a current, former or future client, the values that you can expect to see demonstrated by Graham Financial are:
  • TRUST
  • COMPETENCE
  • HONESTY
  • FAIRNESS
  • DILIGENCE
Compromising one value for another is not acceptable to us. 

 What value is honesty without competence or trust without diligence? 

 We know the importance of taking a holistic view across all five of these values and use this as the framework to underpin all our decisions. 
Experience Our Difference
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